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in this instance with the fiscal cliff, the consumer discretionaries. the restaurant stocks have done well. the retailers have done well. they could easily re-rate, in other words, correct, partly because consumers could rein in, and we could be seeing that now, we may not, or partly because wall street fears they would rein in. can you see consumer discretion as being vulnerable at this position now? >> consumer discretionary has been the best performing sector since the market bottomed in 2009. if there is a sector that could be in line for a re-writing, as you say, that's probably it. i think the most prudent way to look at the market today is to focus on sectors that have good dividend yields, good valuation and potential for revenue growth. health care and technology both fit that particular area. and i think those are the areas that, from a prudent perspective, might be the best place to make your bets for 2013. >> charles, where would you begin the new year? i know you're looking at value tech names, leapfrogging off of what david just said. you make the point that dell -- i'm using
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